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Melissa Ledford

970-744-5408

What’s your dream for the company?

I would like to see Keystone be a household name, known for its integrity and genuine compassion. To provide our clients with an impeccable experience that will give them the confidence and freedom to live their best lives!

What are three words people use to describe you?

Compassionate, Trustworthy, Loyal

When you are not working, what do you care about most?

When not working you can find me outdoors exploring all Colorado has to offer—camping, hiking, fishing, snowmobiling, and competing in ice fishing competitions. 

What’s your financial journey?

Melissa is Keystone’s Client Services Specialist. After spending 20 years in the dental industry, Melissa joined us in 2013 and excelled as our Director of Client Experience. In 2018 circumstances pulled her away from Keystone, but we were excited to have her rejoin our team as Administrative Assistant in 2021 and she was promoted to her current position in 2022.

Melissa’s top priority is to provide our clients with a warm, welcoming environment from the moment they call the office or walk through our doors. Building client relationships is her passion, and at Keystone, she does this through serving our clients, planning client events and seminars, and community outreach.

Melissa and her husband, Lee, have two wonderful daughters and were blessed with an awesome grandson in 2017! They love serving our community and working with The Warrior Bonfire Program, which supports our Veterans. When not working you can find them outdoors exploring all Colorado has to offer; camping, hiking, fishing, snowmobiling, and competing in ice fishing competitions. The Keystone team and clients are an extension of Melissa’s family, and her hope is for them to know they are loved and cherished.

Contact Melissa Ledford

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Keystone Financial Services is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Keystone Financial Services and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Keystone Financial Services unless a client service agreement is in place.

The Certified Financial Planner (CFP®) designation is a voluntary certification that is recognized in the United States and a number of other countries for its (1) high standard of professional education, (2) stringent code of conduct and standards of practice, and (3) ethical requirements that govern professional engagements with clients.
CERTIFIED FINANCIAL PLANNER™ certification is the standard of excellence in financial planning. CFP® professionals meet rigorous education, training and ethical standards, and are committed to serving their clients’ best interests today to prepare them for a more secure tomorrow.
To attain the right to use the CFP® marks, an individual must satisfactorily fulfill the following requirements:

  • Complete an advanced college-level course of study addressing the financial planning subject areas that CFP Board’s studies have determined as necessary for the competent and professional delivery of financial planning services, and attain a Bachelor’s Degree from a regionally accredited United States college or university (or its equivalent from a foreign university). The CFP Board’s financial planning subject areas include insurance planning and risk management, employee benefits planning, investment planning, income tax planning, retirement planning, and estate planning;
  • Pass the comprehensive CFP® Certification Examination. The examination includes case studies and client scenarios designed to test one’s ability to correctly diagnose financial planning issues and apply one’s knowledge of financial planning to real world circumstances;
  • Complete a minimum of three years of full-time financial planning-related experience (or the equivalent, measured as 2,000 hours per year); and
  • Agree to be bound by the CFP Board’s Standards of Professional Conduct, a set of documents outlining the ethical and practice standards for the CFP® professionals.

Individuals who become certified must complete the following ongoing education and ethics requirements in order to maintain the right to continue to use the CFP® marks:

  • Complete thirty hours of continuing education hours every two years, including two hours related to the Code of Ethics and other parts of the Standards of Professional Conduct, to maintain competence and keep up with developments in the financial planning field; and
  • Renew an agreement to be bound by the Standards of Professional Conduct. The Standards prominently require that CFP® professionals provide financial planning services at a fiduciary standard of care. This means CFP® professionals must provide financial planning services in the best interests of their clients.

CFP® and CERTIFIED FINANCIAL PLANNER™ are certification marks owned by the Certified Financial Planner Board of Standards, LLC.
These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.

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